See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,577 | $105,860+148.0% | $90,749+189.3% | $134,475+95.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.07% | -11.01%-4.1pp | -12.16%-2.9pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,862 | $3,462-17.3% | $2,921-2.0% | $4,740-39.6% |
| Participant deferral / active EE | $4,870 | $5,216-6.6% | $4,564+6.7% | $6,400-23.9% |
| Admin fee / account holder | $8,554 | $13,938-38.6% | $8,445+1.3% | $11,426-25.1% |